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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (87247)8/13/2021 11:40:08 AM
From: Sun Tzu  Read Replies (1) | Respond to of 95567
 
Sam, last I checked PC market was still 37% of the DRAM.

I think the semicaps are a good buy on significant pullback. But I have not been keen on the general chips for a while now.

This is not an industry where you'd want to argue with the tape. It is highly cyclical and the market can make you pay even when you are right.